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• MISMATCH 03-20-2023

  Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...

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• ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023

  A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...

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• STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023

  Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts. ...

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• ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

  This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...

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• FEBRUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 03-01-2023

  Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4%, while the MSCI ACWI ...

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• INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023

  The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...

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• NO PIVOT IS IMMINENT SAYS THE FED 02-23-2023

  The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole ...

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• ANGELES INVESTMENTS EARNS B CORPORATION CERTIFICATION 02-15-2023

  Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in ...

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• WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

  As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...

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• SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023

  Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out ...

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• JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 02-01-2023

  Global equities posted positive returns in January. The S&P 500 returned 6.3%, while the MSCI ACWI increased by 7.4%. As dollar weakness continued, ...

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• HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023

  Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...

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• NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023

  Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...

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• 4TH QUARTER 2022 - KAPITALISMUS 01-05-2023

  Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...

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• DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 01-03-2023

  After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar ...

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• BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022

  "The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...

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• ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM 12-08-2022

  Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable ...

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• DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022

  Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...

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• NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022

  For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as ...

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• TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

  Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

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• YEAR END NEWSLETTER 2022 11-21-2022

  We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...

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• "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

  This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...

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• FAT BEAR TIME WEBINAR 11-01-2022

  Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...

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• OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022

  Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks ...

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